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Allianzim U.s. Large Cap Buffer20 Nov Etf shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Allianzim U.s. Large Cap Buffer20 Nov Etf (NVBW) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Allianzim U.s. Large Cap Buffer20 Nov Etf

Tip: Access up to 7 years of quarterly data

All positions including Allianzim U.s. Large Cap Buffer20 Nov Etf held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianzim U.s. Large Cap Buffer20 Nov Etf by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2025-12-31 $245k 7.2k 33.83

More positions owned by Patriot Financial Group Insurance Agency

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ishares Us Equit (DYNF)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Meta Platforms Cl A (META)
Blackrock Etf Trust Ishares Us Larg (BALI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (SPLG)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Allianzim U.s. Large Cap Buffer20 Nov Etf

American Asset Management
Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
PFG Advisors
Cetera Investment Advisers
Cambridge Investment Research Advisors
Spire Wealth Management
LPL Financial
Raymond James Financial
Castle Rock Wealth Management
Susquehanna International
Old Mission Capital
Tyche Wealth Partners
Pensionmark Financial Group

View all funds holding Allianzim U.s. Large Cap Buffer20 Nov Etf